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Jeffrey John Kinzler

Lasalle ST. Investment Advisors, LLC

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About Jeffrey John Kinzler

Jeffrey Kinzler is an Investment Advisor Representative at LaSalle St. Investment Advisors, LLC, a registered investment adviser headquartered in Elmhurst, IL. Jeffrey has been in the financial industry since July 28, 1991. Jeffrey has a wide range of experience in helping individuals and families meet their financial goals. In addition to providing financial planning services, Jeffrey offers portfolio management services to individuals, families, and retirement plans.

Firm Information

Jeffrey Kinzler is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Kinzler’s Registration & Firm History

IL

09/11/2020 - Present

Lasalle ST. Investment Advisors, LLC (Bannockburn IL)

WI

01/27/2011 - 09/11/2020

SECURITIES SERVICE NETWORK, LLC (Salem WI)

IL

07/29/1991 - 01/31/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)

WI

01/06/1992 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 11/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey John Kinzler.
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